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Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. The gold standard for all public software companies is GAAP net income in the fullness of time.

Cloud 130
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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

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Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date! ” Let’s dig in.

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2015 Software Startup IPOs and M&A - What Does the Data Imply for 2016?

Tom Tunguz

In the last 22 months, there have been 4 $1B+ software IPOs and 3 $1B+ software acquisitions. But compared to 2014, 2015 was a meager year for startups looking to go public or be acquired. Through November 1st 2015, transaction values dipped 40% to $6.8B. In 2015, the IPO Market stalled. or about 7.7%.

Startup 100
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Join Daniel Dines, Co-CEO of UiPath, at 2023 SaaStr Europa in London on 6-7 June!!

SaaStr

UiPath has had an incredible history, taking 10 years to get to that first $1m in ARR … and then turning into one of the fastest growing software companies to $1 Billion in ARR ever ! seed round 2015: $1m rev. seed round 2015: $1m rev. UIPath History 2005: Started as a tech outsourcing company 2014: $500k rev. 2016: $3.5m

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How VCs Value Rainbow Foals in 2022

Tom Tunguz

marked the upside case for most VC software and infrastructure investment memos. 2015 Return Multiple by Round. RM at $1.5b (2015). The silver lining: the median public software company in 2022 is three times as valuable as in 2015, which suggests valuations should settle higher than that era.

Startup 230
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5 Interesting Learnings from UiPath at $600,000,000 in ARR

SaaStr

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem. 2015: $1m rev.